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Jonathan William Emerick

J.p. Morgan Securities LLC

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About Jonathan William Emerick

Jonathan Emerick is a financial advisor with J.P. Morgan Securities LLC. Jonathan is registered with the state of Indiana and has been a financial professional since 2011. Jonathan offers a range of services to individuals and businesses, including financial planning, pension consulting, selection of other advisors, and portfolio management. Jonathan also provides financial services to corporations, other businesses, and labor unions.

Firm Information

Jonathan Emerick is currently registered with J.p. Morgan Securities LLC. J.p. Morgan Securities LLC is a Limited Liability Company formed in 1985. It is headquartered in NEW YORK, NY, United States. The firm has over 50 billion in assets under management and provides a variety of financial services, including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors.
J.p. Morgan Securities LLC

383 MADISON AVE

NEW YORK, NY 10179

$249.73B

Assets Under Management

262,026

Total Clients

26,783

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee computed based on cents-per-share-deposited-into-the-account

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Jonathan Emerick’s Registration & Firm History

IN

11/17/2022 - Present

J.p. Morgan Securities LLC (Indianapolis IN)

IN

09/01/2011 - 09/20/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)

IL

06/06/2011 - 08/18/2011

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

IN

03/01/2011 - 05/05/2011

THE HUNTINGTON INVESTMENT COMPANY (LAFAYETTE IN)

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Licenses & Designations

BOTH

Issued 12/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/2011

Series 7 - General Securities Representative Examination

BC

Issued 02/28/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jonathan William Emerick.
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